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Insights

5 Costly Estate Planning Errors

5 Costly Estate Planning Errors
July 28, 2022
An estate plan can play an important part in your overall wealth plan and can make a large impact...
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Don’t Let Headlines Derail Your Investing Plans

Don’t Let Headlines Derail Your Investing Plans
July 21, 2022
When keeping up with the, sometimes sensational, media coverage of the markets, things can seem bleak without proper context....
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5 Considerations for Early Retirement

5 Considerations for Early Retirement
July 14, 2022
Are you thinking about retiring early? In this week’s episode of Your Life Simplified, Valerie Escobar , senior wealth...
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Strategies for Helping Employees Weather Market Volatility

Strategies for Helping Employees Weather Market Volatility
July 7, 2022
With ongoing market volatility negatively impacting your employees’ 401(k) balances, educating them on maintaining a long-term investing perspective is...
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Planning Considerations for Dentists

Planning Considerations for Dentists
July 7, 2022
Approximately 76% 1 of dentists own their practice, and this makes them small business owners. In addition to making...
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Bond Alternatives: Investing in a Down Market

Bond Alternatives: Investing in a Down Market
July 7, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
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How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?

How Do Federal Reserve Interest Rate Hikes Affect Mortgage Loan Rates?
July 1, 2022
The Federal Reserve raised interest rates by .75% in June—its largest since 1994. 1 These ongoing rate hikes ultimately...
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Best Days in the Market – Embracing Volatility

Best Days in the Market – Embracing Volatility
June 30, 2022
In this episode of Your Life Simplified, Mike MacKelvie , wealth advisor, and Valerie Escobar , senior wealth advisor,...
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Real Estate Investing Part 2: REITs & ETFs

Real Estate Investing Part 2: REITs & ETFs
June 23, 2022
In part 2 of Your Life Simplified’s real estate series, Mike Mackelvie , wealth advisor, and Valerie Escobar ,...
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Real Estate Investing Part 1: Holding Property & Interest Rates

Real Estate Investing Part 1: Holding Property & Interest Rates
June 16, 2022
Are you looking to invest in real estate? In this week’s episode of Your Life Simplified, Mike MacKelvie ,...
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What Is the Real Cost of Owning a Pet?

What Is the Real Cost of Owning a Pet?
June 9, 2022
Oftentimes, we only look at the short-term cost of owning a pet such as adoption fees, toys, food and...
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How to Help Your Kids Be Financially Literate

How to Help Your Kids Be Financially Literate
June 2, 2022
How can you help kids learn how to handle money and be financially literate? In this episode, Valerie Escobar...
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Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

#167

Grief to joy: A conversation with Jenny Danaher

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March 5, 2026
#166

2026 financial reset: what to prioritize now

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January 22, 2026
#165

From experience to impact: A leader’s journey

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December 11, 2025
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